Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Oscar Colon is a financial advisor operating in Yonkers, New York with a total of 3 years of relevant experience. Colon works at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Modell'S Sporting Goods, Walgreens, Bronx Center For Nursing And Rehabilitation and Middle And High School. Colon has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in assets under management across its 2,864,234 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically vary depending on which service is offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Oscar Colon Work History
Oscar has been registered as a financial advisor for 3 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Modell'S Sporting Goods
Bronx Center For Nursing And Rehabilitation
Middle And High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Oscar Colon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New York, NY
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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